Leicht Financial Planning & Wealth Management, Inc.
โขCIK: 1710666โขFiling: Q4 2025
**Leicht Financial Planning & Wealth Management, Inc.** manages $224M across a concentrated portfolio of 13 holdings. The strategy exhibits a significant tilt toward sector-specific and thematic ETFs, notably allocating $53.7M to SPYG and $47.1M to SPYV. Further diversification is evident with substantial positions in SPTI ($27.1M) and SPMB ($20.5M). This structure suggests a focused, systematic approach to capturing targeted market premiums.
Total AUM
$223.6M
QoQ Performance
+0.8%
Positions
6
Top 10 Concentration
98.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYG
SPYV
SPTI
SPMB
SPDW
SPSM
SPIB
SPYG24.0%
SPYV21.1%
SPTI12.1%
SPMB9.2%
SPDW9.1%
SPSM8.0%
SPIB6.2%
SPEM4.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other99.0%
Technology1.0%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
โ6 increased
โ5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022